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Dan Breen
Managing Director - Business Development at Great Lakes Fund Solutions,
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Work Experience
Managing Director - Business Development
May 2020 - Present · 4 years and 7 months
Registered Representative
Feb 2016 - Present · 8 years and 10 months
Managing Partner And Head Of Trading
Feb 2016 - Present · 8 years and 10 months
Company Details
Great Lakes Fund Solutions is a business process outsourcing firm that serves as a fund administrator, transfer agent and IT services firm for alternative investment funds that are distributed through broker/dealer, registered investment advisor (RIA) and wholesale networks. We provide back-office and IT services to public and private non-traded REITs, private real estate partnerships, oil & gas partnerships, managed futures funds, funds of hedge funds, business development companies (BDCs) and other direct investment vehicles. Our eSuperior system is offered as a stand-alone product on a hosted basis for fund sponsors that wish to do their own investor servicing or as part of an extensive service that includes sales material fulfillment, compliance support, investor services staffing and a call center for investors and advisors. Great Lakes Fund Solutions is the ideal partner for a fund sponsor that is looking to respond to the challenging environment for marketing alternative investment products by appealing to the mass affluent market. Marketing support services that we provide for direct investment fund sponsors include: - FundShowroom.com - a streamlined, multimedia data room with role-base access - CRM System Hosting - we host the open source vTiger platform for clients - Crowdfund-Style Subscription - eSuperior has a Crowdfund-style front end that is under development called CrowdKey. It allows fund sponsors to attracts accredited investors using multi-media content. History: The company entered the transfer agency business for Commodity Pools in 1982 under the name Marcal Systems Corporation using a proprietary back office system. Heinold Asset Management, a pioneer in commodity pools, was the company’s first fund administration client. We were visionaries in the use of the worldwide web by financial services companies, launching our web-based user interface in 1999. See our web site: www.glfsi.com
Year Founded
1972
Social Media
Linkedin
Industry
Financial Services
HQ Location
500 Park Avenue Suite 114 Lake Villa, IL 60046, US
Keywords
Hedge Fund AdministratioBack and Middle Office OutsourcingManaged Futures Fund AdministratioTransfer AgencyWeb Site HostingMarketing Materials FulfillmentFund Startup ConsultingSales Commission CalculatioSelling Agent MIS SupportCRE Equity Software
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